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Find Retirement Advisors for Retirement Planning in Grand Forks, North Dakota

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Grand Forks, North Dakota

Last Updated - April 13, 2024

Grand Forks has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Grand Forks, North Dakota have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Grand Forks, North Dakota

VERIFIED

Rod Schauer
ChFC^®
Complete Investment Advisory LLC

Qualifications
CRD# 6023553
Firm CRD# 166876
Series 65

Minimum Assets Required
$50,000

Address

3211 Fiechtner Dr,
Suite 6,
Fargo, ND 58103 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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Top 1 Retirement Planning firms in Grand Forks, North Dakota (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	JOHNSON WEALTH MANAGEMENT, LLC 322 Demers Avenue, Suite 402 Grand Forks, ND, 58201	$169,427,001	399	1	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Grand Forks, North Dakota

JOHNSON WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 123105

Assets Under Management $169,427,001

No. Of Clients399

Clients Per Financial Advisor399

JOHNSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Forks, North Dakota. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Fargo, North Dakota

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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